Comprehensive Analysis of Systems - with Written Report

$997

This is a ready-to-go package option for people who can tell they have a problem in their inventory/accounting systems but aren’t ready to do a clean up project. You want an expert to give you a lay of the land so you can figure out where to go from here. I do a deep dive into all corners of your accounting and inventory data and provide you with a comprehensive report on what needs fixing. This includes:

• extensive report, with specifics lists and details, of all areas that need correction. For example:

  • all accounting errors, current or prior period, affecting the accuracy of your books

  • anything that needs further investigation/coordination with your CPA or other accounting partners (sometimes things look wrong but turn out to be correct, just unusual)

  • software settings and configurations that need to be changed to solve problems or improve work flow and system functioning

  • structural changes to how your data is organized that can eliminate and prevent problems

  • analysis of your BOMs (builds of materials) to make sure they aren’t missing components, costs, or have redundancies as well as whether or not they build correctly in your particular inventory software

  • a review of all your inventory items to see if we have duplicates, incorrect data inside their files, misuse of items, or if there is a better way to build your inventory

• initial quick call to iron out any details not clear in your intake paperwork

• an hour long zoom or telephone call once done to go over the report and answer any questions you have as well as talk about possible next steps and my recommendations for how you proceed (can you fix it yourself? does it require a clean up project? should you start fresh?).

Custom Projects (hourly services):

Clean Up

If your books and inventory system are a mess, I will untangle them and put it all back together correctly. Let’s get your data matching reality so you can make understand the health of your company and make informed decisions moving forward. Check out my “Checklist: Signs That Your Books and Inventory System Have Issues” post if you think this might be you.

From the Ground Up

Let’s get your Quickbooks Online, SOS Inventory, or other system set up correctly from the start. This will save you A LOT of money in the long run. While I love clean ups (and most clients come to me with a giant mess after trying to manage it themselves for several years) I’d like to save you time, money, and stress. You focus on running and growing your business while I get your foundation laid.

Set Up with Clean Up

Are you moving to Quickbooks Online and SOS from another Intuit product or other management software? If so, I can set you up fresh and clean up your historical data as necessary. You don’t want to move bad data or outdated inventory structures to your new software. If you’re going to change systems, now is the time to make sure it has a good foundation.

Incidental Inventory

Does your company have inventory to be tracked that isn’t the basis of your business? When you don’t need someone to handle inventory fulltime but asking a current staff member unfamiliar with inventory or accounting doesn’t make sense, I can help. I’ll set up your inventory to be tracked, interface with your current accounting team, and save everyone time, money, headaches. If you need to keep track of non-saleable inventory across multiple locations, this is for you.

Everything Else

For ongoing troubleshooting, detailed training seminars for your staff, monthly bookkeeping, etc... clients hire me for lots of additional projects! I really enjoy interesting problems to solve so whether you’re a manufacturing company who needs someone to audit processes, write procedures, or just offer advice on the state of your inventory affairs, I’m here to help. Pitch me your project.